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Brian Wieser: Twitter Needs To Do More To Increase User Appeal
Tuesday, April 26, 2016 - 12:40pm | 328Brian Wieser of Pivotal Research Group was a recent guest on CNBC to discuss Twitter Inc (NYSE: TWTR)'s Q1 results, which are scheduled to be released after Tuesday's market close. Twitter needs to "articulate its story" moving forward and how it is differentiating itself from...
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Pivotal Analyst Talks Facebook, Alphabet
Wednesday, February 10, 2016 - 4:21pm | 264Pivotal analyst Brian Wieser recently appeared on CNBC and gave his opinion regarding technology stocks, in particular highlighting Alphabet Inc (NASDAQ: GOOG) and Facebook Inc (NASDAQ: FB). Both Facebook and Alphabet released Q4 earnings that beat analysts expectations. However, regarding the...
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Time To Sell Whole Foods, 'Headwinds Still Too Numerous To Ignore'
Friday, August 14, 2015 - 10:53am | 315In a report published Thursday, Pivotal Research Group analyst Ajay Jain initiated coverage of Whole Foods Market, Inc. (NASDAQ: WFM) with a Sell rating and $29 price target as the analyst sees no signs of comps stabilizing in the near-term. According to Jain's most recent channel checks,...
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Wall Street: Herbalife Not A Pyramid Scheme, Trends Turning Around
Tuesday, August 4, 2015 - 1:46pm | 810Herbalife Ltd. (NYSE: HLF) is scheduled to report its second quarter results after market close on Wednesday. The Estimize community (based on 11 estimates) is expecting the company to earn $1.21 per share on revenue of $1.156 billion, while the Wall Street consensus is looking for the company to...
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Pivotal Research Analyst: Chance Of FTC Shutting Herbalife Down Is 'Next To Zero'
Friday, June 5, 2015 - 3:58pm | 444On Thursday, Timothy Ramey from Pivotal Research Group published a note to clients in which he argued that the FTC’s investigation of Herbalife Ltd. (NYSE: HLF) could conclude this summer. Ramey was on CNBC recently to explain why he thinks so. Herbalife Feeling Good About Its Position...
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Analyst Says Chance Of Adverse Herbalife FTC Finding 'Very Unlikely'
Wednesday, April 29, 2015 - 11:34am | 297Analysts at Pivotal Research Group said in a note that Herbalife Ltd. (NYSE: HLF) is an "excellent investment," rebuffing Pershing Square's European Slide Deck that was released Tuesday that again called into question the company's business model. Specifically, Pivotal Research...
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Pivotal Analyst Explains Twitter Downgrade, Says 'It's Not For Everybody'
Wednesday, March 25, 2015 - 3:30pm | 348Twitter Inc (NYSE: TWTR) shares were trading in the red Wednesday following Pivotal Research Group's Brian Wieser's downgrade of the stock from Buy to Hold, while keeping the price target unchanged at $51. In his note, Wieser argued that service offered by Twitter is "niche."...
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Twitter Investors: Pivotal Research Just Downgraded The Stock
Wednesday, March 25, 2015 - 9:11am | 315In a report published Wednesday, Pivotal Research Group analyst Brian Wieser downgraded shares of Twitter Inc (NYSE: TWTR) to Hold from Buy with an unchanged $51 price target, as shares reached a price considered to be "fair." Wieser stated that when he upgraded shares of Twitter to...
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Pivotal Updates Models For CBS, Viacom And Discovery Communications
Wednesday, January 14, 2015 - 1:36pm | 389Pivotal Research updated its models for CBS Corporation (NYSE: CBS), Viacom, Inc. (NASDAQ: VIAB) and Discovery Communications Inc. (NASDAQ: DISCA) Wednesday ahead of Q4 earnings. Analysts led by Brian Wieser noted that “operating estimates have been tweaked to reflect slightly softer 4Q14...
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Pivotal Research Downgrades WPP Due To Valuation
Wednesday, December 17, 2014 - 10:45am | 164Brian Wieser of Pivotal Research Group downgraded shares of WPP (NASDAQ: WPPGY) to Hold from Buy with a £1,360 price target on London-based shares (shares last traded at £1,289) due to valuation considerations. “We believe that WPP remains the agency holding company industry...
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Pivotal Research Upgrades Twitter, Recent Weakness 'Overdone'
Wednesday, December 17, 2014 - 10:12am | 189Brian Wieser of Pivotal Research Group upgraded shares of Twitter Inc (NYSE: TWTR) on Wednesday to Buy from Hold with a $42 price target. “Where we have been negative much of the time since Twitter's IPO is with the valuation that investors have ascribed to it given its venture-like...
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Pivotal Research Upgrades Google, Notes Company Has Expanded Better Than Expected
Wednesday, December 17, 2014 - 10:01am | 205Brian Wieser of Pivotal Research Group upgraded shares of Google Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) to Buy from Hold with a $610 price target. "We have been generally negative on Google since early 2013, given our ongoing concerns about margin erosion, intensive capital investment plans...
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Pivotal Research Initiates Coverage On Tyson Foods At Buy
Tuesday, December 9, 2014 - 1:02pm | 277Timothy Ramey of Pivotal Research Group initiated coverage on Tyson Foods (NYSE: TSN) on Tuesday with a Buy rating and $55 price target. “In past cycles at this point, we might be arguing a SELL rating on Tyson Foods,” Ramey wrote in a note. “Margins are at historically high levels; the company...
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Google's Next Step To Control Your Smart Home
Thursday, November 6, 2014 - 10:03am | 723Apple Inc. (NASDAQ: AAPL) has manufactured its own smartphones for the past seven years while Google Inc (NASDAQ: GOOG), its chief competitor, chose to let other suppliers build Android devices. These differing strategies have defined the two firms, one as a manufacturer and the other as more...
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Analysts Feel Facebook Is Still On The Right Track For Long-Term Growth
Wednesday, October 29, 2014 - 4:27pm | 779Facebook Inc (NASDAQ: FB) reported earnings Tuesday and surprised some investors by announcing an increase in spending. Shares fell approximately 6 percent Wednesday, trading at $75.86. Analysts were largely pleased with Facebook's decision to increase investment. Most modestly lowered...